Business Owners

Working together every step of the way

Focus on what you do best – running your business – with help from my team and a group of TD banking specialists who understand the complexities and the unique challenges you may face.

Running a business and planning for the future can seem daunting, but it doesn't have to be. We will:
  • Work with you to understand your priorities.
  • Create a wealth plan that considers your financial picture.
  • Schedule regular check-ins to track progress.
  • Work with other TD specialists including, TD Small Business Banking and TD Commercial Banking, to help support your needs.
  • Offer ongoing support to help you move forward confidently.

Achieve your vision through a tailored wealth plan

The business and wealth strategies we can create include:

Tax Planning

We can create a personalized wealth strategy to help you minimize tax exposure and keep income available as you need it.

Credit Solutions

We work with TD Small Business Banking and TD Commercial Banking to help support you with managing cash flow, recommending credit options, etc.

Investment Management

Diversify your investments and grow your net worth to help optimize cash flow, maximize potential returns, and invest tax-efficiently.

Business Succession Planning

Moving on from a business you've created and nurtured can be very difficult. You want to know it will get the same attention you've put into it, if not more. You can expect us to help create a succession plan that outlines your expectation for the continuity of your business.

Our Commitment

  • Our customers We support our LGBTQ2+ customers across Canada through a variety of inclusive policies, communications, development programs and initiatives. In 2018 alone, we delivered Gender Language and Concepts training to approximately 800 employees and evolved our scope from LGBT to LGBTQ2+ to recognize and be inclusive of the gender and sexual diversity of our community.
  • Our communities TD Bank Group is targeting CDN $1 billion in total community giving by 2030 in four areas: financial security, vibrant planet, connected communities and better health.
  • Our colleagues Our dedicated regional business development managers work across Canada to support the specific needs of our LGBTQ2+ customers.

The Latest at TD Asset Management

To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.

TDAM: Tax & Retirement Planning Guide

At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios. Read more here.

2SLGBTQ+ Business Owners

Supporting 2SLGBTQ+ individuals through a variety of inclusive policies, programs and initiatives.

Transfer of Wealth

Legacy may mean something different to each of us. Whether your top priorities lie in estate planning and trusts orcharitable giving and philanthropy, it's important to have a plan in place.

To help you optimize the eventual transfer of your wealth, I've included an article that you may find valuable. If you'd like to discuss any of the topics raised in further detail, I'd be happy to set up some time for us.

Black Entrepreneurs

Helping Black entrepreneurs and businesses with access to capital, resources and expert advice.

Things to consider if you are expecting an inheritance

Getting an inheritance? Don't be caught off guard. Find out how you can prepare for it.

Women in Business

Providing Women with the right advice, tools and resources to help confidently their business.